Julie A. Kern, CPA, CFP®, CDFA®

Founder

Julie is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ professional, and Certified Divorce Financial Analyst professional with over 15 years of wealth management experience. Julie has an extensive background in financial planning, investment advice, divorce planning, estate planning, risk management, and tax planning and compliance.

Julie’s passion and expertise is in helping women achieve financial success, particularly women who are divorcing. A strong advocate of empowering women about money and a woman who has experienced divorce herself, Julie’s mission is to help women overcome the unique challenges they face to successfully achieve financial security.

Julie received both her undergraduate degree in Accountancy and her Master of Taxation degree from Arizona State University. She began her career with “Big Five” accounting firm Arthur Andersen and also gained professional experience with one of the Valley’s largest wealth management firms, serving high net worth families.

Originally from Denver, Julie has called the Valley home for more than twenty years.

Licenses and Designations

Certified Public Accountant (CPA)

CERTIFIED FINANCIAL PLANNERTM Professional

Certified Divorce Financial Analyst Professional

Advanced Divorce Financial Analyst (ADFA™)

Professional Affiliations

American Institute of Certified Public Accountants

Arizona Society of CPAs

Financial Planning Association

Association of Divorce Financial Planners

Institute of Divorce Financial Analysts

Hobbies

Hiking

CrossFit

Reading

Spending time with family

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

Copyright 2018 FMG Suite.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with Julie Kern or Dynamic Wealth Advisors. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2016 FMG Suite.

Investment advisory and financial planning services offered by Julie A. Kern through Dynamic Wealth Advisors. Bridge Financial Strategies and Dynamic Wealth Advisors are not under common ownership. Julie A. Kern is not an attorney and does not offer legal advice.